AGF Advisors offers retirement plan consulting for small to medium-sized 401(k), 403(b), and 457(b) plans. They also provide financial planning, including tax, insurance, retirement, and estate planning, and investment management to individuals both inside and outside of those retirement plans. When managing investments, AGF considers your financial situation and risk tolerance to develop an appropriate investment strategy.
Assets Under Management$2.3M
Clients12
Advisors1
Avg. per Client$190K
Avg. per Advisor$2.3M
Fee Structure
Investment management only (planning not offered)
AGF Advisors charges a negotiable annual fee for managing your money, ranging from 0.5% to 2% of your account. This fee is paid quarterly at the end of each quarter.
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